Latitude Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Latitude Advisors’s Portfolio SHLD Stock Details SHLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Buy	+4,601	New	+$306K	0.11%	204

Other funds holding SHLD

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Latitude Advisors's SHLD Position: Q2 2026 in Review

Latitude Advisors opened a new position in Global X Defense Tech ETF (SHLD) in Q2 2026: 4,601 shares worth $275K. The stake represents 0.11% of the portfolio and ranks #204 among its holdings.

278 funds tracked by Wall St. Rank hold SHLD as of Q2 2026.

Latitude Advisors held 4,601 shares of Global X Defense Tech ETF worth $275K as of Q2 2026.
Global X Defense Tech ETF was a new Latitude Advisors position in Q2 2026.
Global X Defense Tech ETF made up 0.11% of Latitude Advisors's portfolio in Q2 2026, its #204 holding.
278 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.